Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
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Euro: No longer floored but flawed?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Will the global economy improve in 2020?
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Will trade tensions ease in 2020?
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
What do lower bond yields mean for equity multiples?
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
Do the recent trade tensions matter for the U.S. economy?
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Do the recent trade tensions matter for the U.S. economy?
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
How will the labor force limit growth?
Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
Trade trouble
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
How can the stock market rally when equity funds see outflows?
One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the